4 Year-End Giving Tips to Maximize Your Impact Through Your ImpactAssets Donor Advised Fund
By Sally Boulter, Senior Director of Engagement and Client Experience, ImpactAssets
As the year-end approaches, you may be considering how you want to make an impact through your ImpactAssets Donor Advised Fund. Below are some helpful tips for how you can set up your DAF to reach you philanthropic goals before year-end.
1. Check Your Account Balance
Make sure the balance in your ImpactAssets Donor Advised Fund account is sufficient to support the giving you'd like to do this year. Review your account balance and consider making a contribution to make sure your account is set up to accomplish your impact goals.
2. Optimize For Tax Deductions
Do you have appreciated stock or cryptocurrency? Have you recently sold a business or had another financial windfall? Donor advised funds offer a variety of tax benefits that can potentially reduce your tax liability and increase the amount of charitable assets you have available to give and invest in the causes you care about. Learn more about donor advised fund tax benefits.
3. Plan For Future Giving
You can use your donor advised fund as a strategic tool to plan for the impact you want to make now, and for generations to come. Recommend Grants in advance for a one-time or recurring basis for less stress during the winter holidays.
4. Build Your Impact Investing Portfolio
The ImpactAssets Investment Platform available through your ImpactAssets Donor Advised Fund offers a wide range of opportunities to potentially grow your charitable assets while investing in companies and funds that support the communities and causes you care about. Explore the ImpactAssets Investment Platform to discover the ways you can invest your DAF assets to achieve your philanthropic goals. You can also watch our recent Impact Investing Lab to learn more about impact investing through the ImpactAssets DAF.
View our Year-End FAQs for helpful information about granting and investing through your ImpactAssets Donor Advised Fund.
Questions? Contact our Engagement Team at engagement@impactassets.org or 301.215.3716.
LEGAL AND PROGRAM DISCLAIMER: This is not a solicitation to buy or sell securities, nor a private placement offering pursuant to any private placement memorandum that must be issued to qualified investors. It is an informational description of charitably oriented, social purpose investment options that have been approved by ImpactAssets only for use in its donor advised fund asset base. It is only for use by its donors. This does not constitute tax advice. Please note there are a number of factors to consider when assessing the tax implication of gifts to charity. Individuals should consult with a tax specialist before making any charitable donations.
Any allocation to private debt and equity investment options may result in losses and illiquidity that will be borne solely by each donor advised fund account with investment in these options, as will associated program fees. Investment minimums apply. Grant making from the principal value will not be possible until distributions are returned to the ImpactAssets Donor Advised Fund. There is no guarantee of any recovery of capital. No assurance can be given that investment objectives or targets/projected returns will be achieved. Actual target may vary and should not be considered or relied on as a performance guarantee.
